Tina Marie Cicci

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 09/2019
  Lpl Financial Llc
  Foxborough, MA
• 01/2014 → Present
  Dc Advisors, Llc
  Foxborough, MA
• 09/2019 → Present
  Carson Wealth Management
  Foxborough, MA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2014-01-23 → 2019-09-25
  Lpl Financial Llc
  W. Roxbury, MA

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT / OFFICE MANAGER START DATE: 09/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT

Exams

• S66 Uniform Combined State Law Examination
  2012-04-04

Other Names

• Tina Marie Longoria
• Tina Marie Cicci